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Quant Quantamental Fund Regular vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3772 Cr | ₹2122 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Aug 1996 | 20 Apr 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 500 Shariah TRI | NIFTY 200 TRI |
| Turn Over | 11.72% | % |
| Expense Ratio | 1.93 | 2 |
| Manager | Abhinav Sharma | Sanjeev Sharma |
| ISIN Code | INF277K01956 | INF966L01AH5 |
| Exits Load | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | Quant Quantamental Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.61% | -1.3% |
| 6 Month | 3.25% | 6.05% |
| 1 Year | -3.31% | 5.6% |
| 3 Year | 11.41% | 18.62% |
| 5 Year | 14.3% | - |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.91% | 1.76% |
| 1 Year | 6.04% | 12.3% |
| 3 Year | 7.31% | 13.47% |
| 5 Year | 9.74% | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.7% | 23.61% |
| 3 Year | 16.05% | 26.26% |
| 5 Year | 16.08% | - |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 12.95% | 17.328% |
| Sharp | 0.34% | 0.966% |
| Beta | 0.86% | - |
| Alpha | -0.15% | - |
Fund Managers
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Name | Abhinav Sharma | Sanjeev Sharma |
| Total AUM | ₹5613 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| Tata Ethical Fund-Regular Plan - Growth Option | Quant Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 6.72 | 48.3 |
| Mid Cap | 29.41 | 3.66 |
| Large Cap | 51.59 | 48.04 |
| Small Cap | 12.27 | 0 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 6.26 | 28.71 |
| Industrials | 11.93 | 7.48 |
| Technology | 23.79 | - |
| Basic Materials | 11.1 | 0 |
| Energy | 4 | 7.81 |
| Consumer Defensive | 11.74 | - |
| Healthcare | 12.27 | 3.66 |
| Consumer Cyclical | 15.22 | 6.19 |
| Utilities | 3.69 | 7.9 |
| Financial Services | - | 32.34 |
| Real Estate | - | 5.91 |
| Communication Services | - | 0 |
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